H E W L E T T - P A C K A R D C O M P A N Y hp StorageWorks iSCSI driver Version 3.1.3.1 for Microsoft Windows 2000 Copyright (c) Hewlett-Packard Company 1994-2002. All rights reserved. THE SPECIFICATIONS AND INFORMATION REGARDING THE PRODUCTS IN THIS DOCUMENT ARE SUBJECT TO CHANGE WITHOUT NOTICE. ALL STATEMENTS, INFORMATION, AND RECOMMENDATIONS IN THIS DOCUMENT ARE BELIEVED TO BE ACCURATE BUT ARE PRESENTED WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED. USERS MUST TAKE FULL RESPONSIBILITY FOR THEIR APPLICATION OF ANY PRODUCTS. THE SOFTWARE LICENSE AND LIMITED WARRANTY FOR THE ACCOMPANYING PRODUCT ARE SET FORTH IN THIS DOCUMENT. The hp implementation of TCP header compression is an adaptation of a program developed by the University of California, Berkeley (UCB) as part of UCB's public domain version of the UNIX operating system. All rights reserved. Copyright (c) 1981, Regents of the University of California. 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They are delivered and licensed as "commercial computer software" as defined in DFARS 252.227-7013 (Oct 1988), DFARS 252.211-7015 (May 1991) or DFARS 252.227-7014 (Jun 1995), as a "commercial item" as defined in FAR 2.101(a), or as "Restricted computer software" as defined in FAR 52.227-19 (Jun 1987)(or any equivalent agency regulation or contract clause), whichever is applicable. You have only those rights provided for such Software and any accompanying documentation by the applicable FAR or DFARS clause or the HP standard software agreement for the product involved. -------------------------------------------------------------------------------- HP Restricted © Copyright 1996 Hewlett-Packard Company =============================================================================== BEFORE INSTALLING A hp StorageWorks iSCSI DRIVER =============================================================================== The hp StorageWorks iSCSI drivers have been written, tested and qualified for use in a hp StorageWorks sr2122 environment. Any other use of these drivers is not covered by any expressed or implied warranty by Hewlett-Packard Company. HP will provide support for use of these drivers only in a hp StorageWorks sr2122 Series system environment. The hp StorageWorks sr2122 Series system installation and configuration tasks consist of the following: • Install the sr2122 Series system according to the appropriate hp hardware installation guide. • Configure the sr2122 Series system software according to the appropriate hp StoaregWorks software configuration guide. • Install and configure the hp StorageWorks iSCSI drivers according to the readme files that accompany the drivers. =============================================================================== INSTALLING AND CONFIGURING THE DRIVER =============================================================================== This section is the starting point for installing and configuring the hp StorageWorks iSCSI Driver for Microsoft Windows 2000 and contains the following topics: • Product Overview • General Information • System Requirements • Installation and Initial Configuration • Changing Configuration • Removal Procedures • Verifying Version Level ---------------- PRODUCT OVERVIEW ---------------- The hp StorageWorks iSCSI Driver for Microsoft Windows 2000 provides an IP host with the ability to access storage through an IP network. The iSCSI driver uses iSCSI protocol to transport SCSI requests and responses over an IP network between the IP host and a hp StorageWorks sr2122 Series system. (The iSCSI protocol is an IETF-defined protocol for IP storage. For more information about the iSCSI protocol, refer to the IETF standards for IP storage at http://www.ietf.org.) Architecturally, the iSCSI driver combines with the IP host TCP/IP stack, network drivers, and NICs to provide the same functions as a SCSI or a Fibre Channel adapter driver with an HBA. (See Figure 1.) FIGURE 1 iSCSI Driver Architecture ==================================================================== | IP host OS | Storage host OS and applications | and applications | ==================================================================== | +------------+ | +-----------+ | iSCSI | | | | | driver | | | SCSI | | | | | or | +---------+------------+ | | FC | | TCP/IP | | | adapter | +----------------------+ | | driver | | Network drivers | | | | +----------------------+ | +-----------+ | | | =============|=====================================|================ | | | +-----------+ | +-----------+ | NIC | | | HBA | +-----------+ | +-----------+ | | | =============|=====================================|================ | | | _|_ | | _( )_ | +-----------+ _( IP )_ | | SCSI or | (_ network _) | | FC media | (_ _) | +-----------+ (_ _) | | | | | +------------------+ | +------------------+ |hp StorageWorks | | | Storage | | SR2122 | | +------------------+ | system | | | ___ ___ ___ | +------------------+ | | (___)(___)(___) | | | | (___)(___)(___) | | | | (___)(___)(___) | +------------------+ | | (___)(___)(___) | | Storage | | +------------------+ +------------------+ | | ___ ___ ___ | | | (___)(___)(___) | | | (___)(___)(___) | | | (___)(___)(___) | | | (___)(___)(___) | | +------------------+ | | ==================================================================== The iSCSI driver provides a transport for SCSI requests and responses for storage devices; however, instead of providing a transport for directly attached devices, the driver transports the SCSI requests and responses between the IP host and a hp StorageWorks sr2122 Series system via an IP network. The sr2122 Series system, in turn, transports SCSI requests and responses between it and the storage devices attached to it. Once the iSCSI driver is installed, the IP host will proceed with a discovery process for iSCSI storage devices as follows: 1. The iSCSI driver requests available iSCSI targets from the sr2122 Series system. 2. The sr2122 Series system sends available iSCSI target names to the IP host. 3. The IP host logs in to the iSCSI targets. 4. The sr2122 Series system accepts the IP host login and sends target identifiers. 5. The IP host queries targets for device information. 6. Targets respond with device information. 7. The IP host creates a table of internal devices. The hp StorageWorks iSCSI Driver for Microsoft Windows 2000 provides IP access to a maximum of eight remote SCSI targets, with each target capable of supporting 255 LUNs. Remote SCSI targets can be accessed through one or more sr2122 Series systems up to a maximum of eight sr2122 Series systems. ------------------- GENERAL INFORMATION ------------------- The hp StorageWorks iSCSI Driver for Microsoft Windows 2000 uses Windows 2000 network services to connect to iSCSI remote target nodes that are defined using the iSCSI control panel applet. Status of the iSCSI connections to the remote target nodes and targets can be retrieved by using the "Status" button of the iSCSI Configuration Control applet. Each responding remote target will show up with its IP address, connect state, and target name or alias. The possible connect states are: NOTINIT TCP connection CLOSED, iSCSI not initialized UP TCP connection ESTABLISHED, iSCSI not initialized DOWN TCP connection CLOSED, iSCSI down LOGIN TCP connection ESTABLISHED, proceeding with iSCSI login sequence ACTIVE TCP connection ESTABLISHED, iSCSI active BREAK TCP connection CLOSING, iSCSI going down WAIT TCP connection ESTABLISHED, iSCSI waiting for previous targets to complete login sequence DISABLED TCP connection permanently CLOSED until after a reboot. This state is entered if the user chooses to immediately disable all connections to an IP address being removed with the iSCSI control panel applet. HELD TCP connection CLOSED because of certain types of login failures. Login attempts will resume after receiving notification that new targets are present or by using the Relogin button on the iSCSI control panel applet. ------------------- SYSTEM REQUIREMENTS ------------------- The hp StorageWorks iSCSI Driver for Microsoft Windows 2000 requires Windows 2000 Professional or Server, with service pack 2 or higher. If service pack 2 is installed, then either Microsoft hotfix Q302895 or Q248720 is required (Q248720 is preferred because it includes the changes in hotfix Q302895 plus a performance enhancement fix), and Microsoft hotfix Q318271 is required. Obtain the required hotfixes by requesting them from Microsoft Product Support Services. If service pack 3 is installed, then the hotfixes are not required. If the hp StorageWorks iSCSI Driver for Microsoft Windows 2000 is running on a Windows 2000 Advanced Server Cluster node, Microsoft hotfix Q307939 is required. Obtain hotfix Q307939 by requesting it from Microsoft Product Support Services. -------------------------------------- INSTALLATION AND INITIAL CONFIGURATION -------------------------------------- Installation and initial configuration consists of running the setup program, which will prompt you to perform initial configuration tasks. The initial configuration tasks consist of the following actions: setting the iSCSI target IP addresses of sr2122 Series systems that the driver will access, setting the iSCSI target authentication user name and passwords, saving the iSCSI target configuration, and setting the driver's "Boot Type". To install and configure the driver, perform the following steps: 1. Log on to the computer as a user with administrator privileges. 2. Extract the files from the downloaded driver zip file into a folder of your choice. 3. Run setup.exe to start the installation program for the iSCSI driver and follow the instructions that appear on the screen. During the installation process, the iSCSI Config program (a Control Panel program) is started automatically. The iSCSI Config program causes the hp StoargeWorks iSCSI config for Win 2000 dialog box to be displayed. 4. At the hp StoargeWorks iSCSI config for Win 2000 dialog box, configure the IP address of a SCSI routing instance in an sr2122 Series system as follows: a. At the Target Host Names/IP Addresses text box, type the IP address of a SCSI routing instance in an SN 5400 Series system. b. Click Add. The IP address will be displayed in the display area below the Target Host Names/IP Addresses text box. c. Repeat Steps 3a and 3b for each IP address. When complete, click Save. 5. If iSCSI authentication is enabled for an sr2122 Series system SCSI routing instance, configure the iSCSI authentication user name and password for the corresponding IP address as follows: a. In the display area (below the Target Host Names/IP Addresses text box), click the IP address that you want to configure. b. Click Settings. Clicking Settings will cause the hp StorageWorks iSCSI Target Settings dialog box to be displayed. c. At the hp StorageWorks iSCSI Target Settings dialog box, enter the user name and the password in the appropriate text boxes. d. Click OK. Clicking OK will close the hp StorageWorks iSCSI Target Settings dialog box. 6. At the hp StorageWorks iSCSI config for Win 2000 dialog box, check the Boot Type that is displayed in the Boot Type status area. The status can indicate either Normal or Early. Normal is the default Boot Type configuration. With Normal Boot configured, the computer may not discover all iSCSI targets before it completes booting. With Early Boot configured, the computer will discover all available iSCSI targets before it completes booting. ========================================================================= NOTE: You can choose either Normal Boot or Early Boot according to your network environment, except when using this driver with hp StorageWorks Network Boot. If you are using this driver with hp StorageWorks Network Boot, you must configure Boot Type as Early Boot. ========================================================================= If you want to change the Boot Type configuration to Early, proceed to Step 7. If you want to keep the Boot Type configuration set to Normal, proceed to Step 8. 7. ========================================================================= NOTE: Perform this step only if you want to set the Boot Type configuration to Early. You must perform this step if you are using the driver with hp StorageWorks Network Boot. ========================================================================= ========================================================================= NOTE: If you select Early Boot, you must manually set the IP address of the NIC that will be used with this driver; that is, the NIC must NOT obtain its IP address automatically. ========================================================================= At the hp StoargeWorks iSCSI config for Win 2000 dialog box, configure the Boot Type to Early as follows: a. Click Early Boot. b. Check the Boot Type that is displayed in the Boot Type status area--Early should be displayed. In addition, clicking Early Boot in Step 7a causes the name of that button to change to Normal Boot. ===================================================================== NOTE: If you decide that you want to configure the Boot Type back to Normal, click Normal Boot (the button formerly labeled as Early Boot) and verify the setting by checking the Boot Type status area. ===================================================================== 8. Click Save and Exit. 9. Restart the computer or wait to be prompted by the installation program to restart the computer. ============================================================================= NOTE: Because a driver configured for Normal Boot does not log in to the hp StoargeWorks sr2122 Series system until after most of the Windows 2000 operating system has already been initialized, some services and components in the computer do not activate properly. Two files, actiscsi.vbs (a Visual Basic script file) and chkiscsi.exe (a utility), are copied onto the system's %SYSTEMROOT%\system32 directory during driver installation to minimize that problem. The files can be used to automatically activate certain system features after the iSCSI devices are present. Please refer to the instructions at the beginning of the actiscsi.vbs file for detailed installation information and procedural steps. Check the driver release notes to see if actiscsi.vbs and chkiscsi.exe are available with this release of the driver. ============================================================================= -------------------------- CHANGING CONFIGURATION -------------------------- After installing and performing initial configuration tasks, you can change the driver configuration by using the iSCSI Config program (a Control Panel program). This section contains information about using the iSCSI Config program and provides information about circumstances under which you would need to change the driver configuration. The section consists of these topics: • Starting the iSCSI Config Program • iSCSI Config Program Buttons • Upgrading When Early Boot Is Enabled • When The SCSI Routing Configuration on the SN 5400 Series System Changes --------------------------------- Starting the iSCSI Config Program --------------------------------- To start the iSCSI Config program, perform the following steps: 1. Open Control Panel. 2. In Control Panel, double-click the iSCSI Config icon. Double-clicking the iSCSI Config icon will start the iSCSI Config program and cause the hp StoargeWorks iSCSI config for Win 2000 dialog box to be displayed. 3. You can change the driver configuration by using the text box and the buttons that are on the dialog box. See "iSCSI Config Program Buttons", the next section of this readme file, for a description of the buttons. ---------------------------- iSCSI Config Program Buttons ---------------------------- You can change the iSCSI driver configuration by using the iSCSI Config Program buttons. The buttons are located on the hp StoargeWorks iSCSI config for Win 2000 dialog box and are described in the following text. ------ Add ------ Use Add to define the IP addresses of iSCSI target nodes. Enter an IP address for each additional SN 5400 Series system SCSI routing instance and click Add. Click Save when you are done adding IP addresses. ------ Remove ------ Use Remove to remove previously defined target node IP addresses. Select the IP address to remove and click Remove. To immediately disconnect the network connections to the IP address selected for removal, Click Yes when prompted. Doing this will disable that IP address until the next reboot. Disconnecting the IP address to an active iNBP target will not be allowed. The iNBP target IP address can be removed but will not affect remote boot if that IP address winds up being the one needed for remote boot after the system is restarted. It is recommended that the iNBP target IP address be configured anyway as a way to ensure the iSCSI eight-target limit will not be exceeded. Click Save to permanently remove the IP address from the configuration when you are done. ------ Status ------ Use Status to display iSCSI connection status to the target nodes, the target names or aliases at those nodes, and driver version information. ------- Relogin ------- Use Relogin to cause reconnections to all of the target nodes without requiring a system reboot. This helps when the target node did not respond properly during login and the target devices were not seen correctly. For example, if the access list on the target node is configured incorrectly, there would be no login response and no indication of what devices would be found. Once the access list is corrected, this button can be used to reinitiate the login sequences for discovering the correct target information. ------ Rescan ------ Use Rescan to rescan only the SCSI bus represented by the iSCSI driver similar to the Windows 2000 Disk Management's "Rescan Disks" command. -------- Settings -------- Use Settings to enter authentication user name and password parameters. ----------------- Normal/Early Boot ----------------- Use Normal/Early Boot to set the Boot Type to either Early or Normal. This setting is immediate and does not need a separate Save step. ---- Save ---- Use Save to save all of the iSCSI target configuration information that was changed. ------------------------------------ Upgrading When Early Boot Is Enabled ------------------------------------ If Early Boot is enabled and you need to install or update other drivers in the computer, perform the following steps: 1. Start the iSCSI Config program. 2. At the hp StorageWorks iSCSI config for Win 2000 dialog box, click Normal Boot. Check the Boot Type that is displayed in the Boot Type status area--Normal should be displayed. 3. Click Exit. 4. Install or update the other driver (or drivers). 5. Upon completing installation or updating of the other driver (or drivers), start the iSCSI Config program. 6. At the hp StorageWorks iSCSI config for Win 2000 dialog box, click Early Boot. Check the Boot Type that is displayed in the Boot Type status area--Early should be displayed. 7. Click Exit. ------------------------------------------------------------------------ When The SCSI Routing Configuration on the sr2122 Series System Changes ------------------------------------------------------------------------ From time to time, changes will be made to the SCSI routing services on the sr2122 Series system. Changes include adding or deleting a target, adding or deleting a LUN, re-mapping a target, or modifying access. These changes require corresponding changes to the configuration of iSCSI drivers using the SCSI routing services to access storage resources. It is important to understand the ramifications of SCSI routing service configuration changes on the IP hosts accessing the associated storage devices. For example, changing the instance configuration may change the device presentation to the IP host's iSCSI driver, effectively changing the name or number assigned to the device by the IP host operating system. Certain configuration changes, such as adding or deleting targets, adding or deleting LUNs within a particular target, or adding or deleting entire instances may change the order of the devices presented to the IP host. Even if the IP host is only associated with one SCSI routing service instance, the device order could make a difference. Typically, the IP host operating system assigns drive identifications in the order they are received based on certain criteria. Changing the order of the storage device discovery may result in a changed drive identification. Applications running on the IP host may require modification to appropriately access the current drives. If an entire SCSI routing service instance is removed, or there are no targets available for the IP host, the IP host's iSCSI driver configuration must be updated to remove the appropriate reference before restarting the iSCSI driver. If an IP host's iSCSI configuration contains an IP address of a SCSI routing service instance that does not exist, or has no targets available for the IP host, the iSCSI driver may not complete a login and will not discover targets associated with any SCSI routing service instance. In general, the following procedures are normally required after reconfiguring an associated SCSI routing instance on the sr2122 Series system. There is a standard and abbreviated procedure. Use the standard procedure if you need to remove or change references to IP addresses (pointing to sr2122 Series systems). Use the abbreviated procedure if there is no need to change references to IP addresses. ----------------------------------------------------------------- Standard Procedure for Updating Driver Configuration after a SCSI Routing Configuration Change in the sr2122 Series System ----------------------------------------------------------------- 1. Note current drive names and application associations. 2. Reboot the Windows 2000 computer. 3. Using the Disk Management program, assign drive letters for the discovered iSCSI devices. 4. Modify applications to use the current drives (if necessary). ----------------------------------------------------------------- Abbreviated Procedure for Updating Driver Configuration after a SCSI Routing Configuration Change in the sr2122 Series System ----------------------------------------------------------------- If there is no need to change IP addresses in the configuration window (Step 3 in the preceding procedure), the following abbreviated steps may be sufficient and will prevent constant login attempts by the iSCSI driver when it detects the target information changes. 1. Note current drive names and application associations. 2. Click Relogin from the iSCSI Config dialog box. 3. After all the target nodes have responded, use the Disk Management program to assign drive letters for the discovered iSCSI devices. 4. Modify applications to use the current drives (if necessary). ----------------------- REMOVAL PROCEDURES ----------------------- 1. Log on to the computer as a user with administrator privileges. 2. Run the setup.exe executable to start the installation program for removing the iSCSI driver, and follow the on-screen instructions. ----------------------- UPDATE PROCEDURES ----------------------- 1. Log on to the computer as a user with administrator privileges. 2. To upgrade to a new iSCSI driver or to reinstall the existing iSCSI driver, run the setup.exe executable for the iSCSI driver to be installed. This starts the installation program. Follow the on-screen instructions to upgrade to a new driver, or to reinstall the existing iSCSI driver. ----------------------- VERIFYING VERSION LEVEL ----------------------- To verify the installed driver version level, run the iSCSI control panel applet. The lower left corner of the applet's screen will show the version number of the applet and the title bar will show the operating system it is intended for. Use the applet's "Status" button to show the version information of the iSCSI driver on the top line. You can also check the file versions of these files: hpiscsi.sys and hpiscsi.cpl. To check the file version of each file, follow these steps: --------- iscsi.sys --------- 1. In the c:\winnt\system32\drivers directory, right-click the iscsi.sys file. Right-clicking the file causes a shortcut menu to appear. 2. At the shortcut menu, click Properties. Clicking Properties causes the Properties dialog box to appear. 3. At the Properties dialog box, click the Version tab and check File version. ------------ hpiscsi.cpl ------------ 1. In the c:\winnt\system32 directory, right-click the hpiscsi.cpl file. Right-clicking the file causes a shortcut menu to appear. 2. At the shortcut menu, click Properties. Clicking Properties causes the Properties dialog box to appear. 3. At the Properties dialog box, click the Version tab and check File version.